Management Firm Case Study
Meadows Asset Management (MAM)
Newport Beach, CaliforniaMAM owns and operates many commercial businesses, including real estate. MAM also prepares numerous tax returns for these businesses and their principals.
MAM stores 8 years of historical tax returns at their corporate offices. The Newport Beach firm was using approximately 1/8th of their office space housing file cabinets.
So initially, MAM was looking for a way to digitize their tax returns. After purchasing the Laserfiche Solution, that task was easily accomplished.
How inSync became involved in Laserfiche?
MAM's controller, Tim Huth, was a client of inSync and called us to tell us about Laserfiche. He said that we should represent this product - he was so pleased with it.
After extensive due diligence into document imaging / management products, inSync's engineers chose Laserfiche as the best solution for our clients. Eventually, MAM's Laserfiche VAR went out of business and Tim asked us to pick up their account.
Why use inSync as your Laserfiche VAR?
inSync is a technology company. When inSync's engineer upgraded their Laserfiche software, he noticed that they were not utilizing the more robust features within Laserfiche. These features allow for a more fully automated batch processing when scanning, which speeds up the scanning process.
inSync also found that MAM was not using the Optical Character Recognition (OCR) feature which allows for full text search & retrieval. For their tax returns, as an example, that means that they are able to do key word searches on the taxpayer's type of return, name, social security number and year.
Since inSync has taken over their account, because of the overall success of that project, MAM decided to digitize their accounts payable and accounts receivable departments, as well.
